Telco Drift
by Pablo Tomasi
Latest episode
Living On The Edge (And The Relevance Of Semantics)
Living On The Edge (And The Relevance Of Semantics)
About this podcast
Analyzing the strange, the true, and the possible in telecoms and tech. Telco Drift explores the business, technology and power struggles reshaping the telecom industry. From AI and 6G to quantum and digital sovereignty, we separate real opportunities from industry hype—with expert guests, independent opinions and occasional detours into sci-fi.
Episodes
The newest 20 of 30 episodes
- Living On The Edge (And The Relevance Of Semantics) · 24 min · Episode 30AI is resuscitating the edge. We know or assume that AI is changing not just how we use networks, but where computing happens and who controls the infrastructure behind it. As…
- The Telco Without The Body · 18 min · Episode 29Selling the Body, Keeping the Soul: Who Owns the Network of the Future? Telecom operators have spent years selling or spinning off the physical infrastructure behind their…
- Brave New Telco · 17 min · Episode 28When Telcos Become Platforms, Infrastructure—and Instruments of Sovereignty The telecom industry is changing in unexpected ways. In this episode, we look at Poste Italiane's…
- Telcos Strike Back: 6G A New Hope · 32 min · Episode 27Do we really need 6G? If someone can convince me about the benefits of 6G that person is Remy Pascal [https://www.linkedin.com/in/remypascal/], Practice Leader at Omdia. After…
- On The Road To 6G And The Fate Of The Analyst · 17 min · Episode 26On this episode of the Telco Drift I discuss how the different strategies from Nokia and Ericsson will create a telco market where the network could truly become a…
- AI is coming: Data, networks, and the next telecom shift · 44 min · Episode 25The telecom world is being reshaped by new business models, the ongoing debate around 5G's success, and the rising strategic value of data. In this episode, I am joined by Miguel…
- Wireless Wonders: Wi-Fi and Beyond · 39 min · Episode 24In this episode I am joined by Ruth Brown [https://www.linkedin.com/in/ruth-br/], Senior Principal Analyst Mobile Networks at Omdia to explore the wireless wonders of today and…
- When Telcos Become Best Friends... · 23 min · Episode 23In this episode, we unpack why telcos sometimes decide to bury the hatchet and to collaborate rather than to compete to the death. The creation of JV or broader collaborative…
- April Tech News Salad: Satellites, AI, Enterprise 5G & Consumer Bits – The Curse of The Pub Edition · 15 min · Episode 22In this episode, April Tech News Salad: Satellites, AI, Enterprise 5G & Consumer Bits – PUB Edition, we investigate the biggest stories shaping the tech landscape right now. From…
- Thirty Days Later: A Reality Check For Telcos And Industry Analysts · 36 min · Episode 21In this episode, I am joined by Amy Cameron [https://www.linkedin.com/in/amy-cameron-67084745/], Managing Director for Research at STL Partners, to unpack the biggest promises…
- The Uncertainty Network: Should Telcos Love Quantum? · 49 min · Episode 20Quantum computing is moving from theory to reality—but what does it actually mean for the industry? In this episode, I am joined by Frank De Jong…
- The Big American Telco Showdown · 44 minIn this episode, I am joined by Kristin Paulin, Principal Analyst at Omdia, to dive deep into the evolving landscape of the US telecom market—unpacking the assets that define…
- From Brain Fades to Breakthrough Plays · 22 min · Episode 18Why do telcos keep chasing the wrong opportunities—or is there really such a thing as a wrong opportunity? In this episode, we unpack some of telecom's most persistent "brain…
- A Guide On How To Survive MWC And Some Tech For Another Year · 21 min · Episode 17Think of this as your unofficial survival kit for Mobile World Congress. We're talking smart ways to navigate the madness, rookie mistakes to avoid, the best places to sneak off…
- Q1 Tech Pulse: AI, satellites, and telcos' innovation - PUB edition · 7 min · Episode 16In this episode I am attempting to record from a pub to quickly highlight some of the biggest tech developments from 1Q 2026. From telcos' innovation and the role of eSIM, to…
- Is 5G killing 6G? · 43 min · Episode 15What does it really take to move from 5G to 6G? In this episode, I am joined by Sebastian Barros, Managing Director at Circles to unpack how the realities of 5G deployment—its…
- Can the enterprise world learn anything from the consumer market? · 35 min · Episode 14Has 5G delivered in the consumer market? If so, what should the enterprise side know about this story? In this episode I am joined by Nicole McCormick, Chief Analyst 5G Consumer…
- The future of private 5G is on the line: Enterprise 5G in 2026 and beyond · 37 min · Episode 13In today's episode, I am joined by Manish Tiwari, Head of Enterprise 5G at Ericsson, to discuss how the enterprise 5G market has evolved, what stories customers tell about this…
- Rewriting the private 5G story · 37 min · Episode 12In this episode, we're joined by Matteo Grandi, VP of Innovation at Neutroon [https://www.neutroon.com/platform], for a first-hand look at the motivations, vision, and…
- Decoding Digital Transformation in Emerging Markets · 35 min · Episode 11In this episode, we dive into the opportunities and challenges of bringing transformative technologies to emerging markets. Our guest Carlos Perea, an Investor and Advisor in…
